Robotics is the marriage of precision engineering with the explosion of capacity in artificial intelligence. From driverless cars to heart surgery, we are on the cusp of a revolution.
Thematic investments
Choose from a range of pure-play solutions oriented toward the robust and forward-looking themes that will define the coming decades in investing and beyond.
Investment strategies
Cut through the short-term noise and focus on the big picture. Thematic investing is a way of concentrating on the salient developments of our time, from the march of technology and demographic changes to the global response to environmental challenges.
With our pure-play approach – by which 50% of a company’s revenues must be based on the theme – you gain focused and yet diversified exposure to some of tomorrow’s most compelling global trends.
As the world is ever more tightly woven into an interconnected web, new dangers appear and old risks intensify. The demand for security – physical, virtual and financial – is growing, as is the diverse industry that provides it.
Digitalization is revolutionizing the health care sector: with research and development contributing to breakthroughs that would previously have been unimaginable, it has the potential to markedly improve the quality of medical services and curb rising costs. Digital health is one of the fastest-growing segments in health care.
Edutainment is transforming the traditional approach to education into an immersive and personalized experience. It uses innovative services and disruptive technologies to provide children and adults with unprecedented access to quality learning resources worldwide, making the learning process more affordable and efficient.
The energy industry has reached an inflection point. New investment opportunities are arising across the entire energy value chain. Consumers and governments alike see the need to tackle climate change, decarbonize the economy, and ensure energy security. We invest in enablers of the energy transition.
New solutions that aim to tackle the most pressing environmental challenges are emerging every day. Investing in companies providing these solutions enables investors to fulfil their desire to accelerate the positive environmental transition and contribute to UN Sustainable Development Goals while earning attractive returns.
Our Thematic Equity strategies: Security and Safety, Robotics and Automation, Digital Health, Edutainment and Education Technology, Environmental Impact, and Infrastructure, are built around the belief that long-term structural forces of change are creating the potential for returns that other investment approaches might overlook.
Years of government underspend mean the time is ripe for the development of infrastructure and construction projects worldwide. Demand is being driven by both technological advances and the growing urgency to address climate change.
Thematic Equity Advisory Board
To gain specialized insights into new technologies and complement our investment management process, we established a Thematic Equity Advisory Board with distinguished academic and industry experts.
Opportunities and risks
Reasons to invest
- Benefit from the opportunities generated by innovations and themes in global stock markets.
- With our unique approach to global stock selection, you benefit from risk-adjusted returns.
Potential risks
- Equity market returns can be volatile in the short term. Your client advisor will be happy to provide you with further information.
- Historical performance data and financial market scenarios are not reliable indicators of current and future results.
- Investment risk: All investments involve some level of risk.
Investment possibilities
Find investment products that suit your personal needs. Choose from our extensive range of investment solutions across all major asset classes, and access all product-related information.
You can also follow a fund and receive the monthly factsheet quickly and easily.
Get in touch with Asset Management
Contact us to learn about exciting investment opportunities. We are here to help you achieve your investment goals.
Source: Credit Suisse, unless otherwise specified.
Unless noted otherwise, all illustrations in this document were produced by Credit Suisse Group AG and/or its affiliates with the greatest of care and to the best of its knowledge and belief.
This material constitutes marketing material of Credit Suisse Group AG and/or its affiliates (hereafter "CS"). This material does not constitute or form part of an offer or invitation to issue or sell, or of a solicitation of an offer to subscribe or buy, any securities or other financial instruments, or enter into any other financial transaction, nor does it constitute an inducement or incitement to participate in any product, offering or investment. The information and views expressed herein are those of CS at the time of writing and are subject to change at any time without notice. They are derived from sources believed to be reliable. CS provides no guarantee with regard to the content and completeness of the information and where legally possible does not accept any liability for losses that might arise from making use of the information. If nothing is indicated to the contrary, all figures are unaudited. The information provided herein is for the exclusive use of the recipient. The information provided in this material may change after the date of this material without notice and CS has no obligation to update the information. This material may contain information that is licensed and/or protected under intellectual property rights of the licensors and property right holders. Nothing in this material shall be construed to impose any liability on the licensors or property right holders. Unauthorised copying of the information of the licensors or property right holders is strictly prohibited. This material may not be forwarded or distributed to any other person and may not be reproduced. Any forwarding, distribution or reproduction is unauthorized and may result in a violation of the U.S. Securities Act of 1933, as amended (the “Securities Act”). In addition, there may be conflicts of interest with regards to the investment. In connection with the provision of services, Credit Suisse AG and/or its affiliates may pay third parties or receive from third parties, as part of their fee or otherwise, a one-time or recurring fee (e.g., issuing commissions, placement commissions or trailer fees). Prospective investors should independently and carefully assess (with their tax, legal and financial advisers) the specific risks described in available materials, and applicable legal, regulatory, credit, tax and accounting consequences prior to making any investment decision.
Copyright © 2023 CREDIT SUISSE GROUP AG and/or its affiliates. All rights reserved.
Distributor: Credit Suisse (Switzerland) Ltd., Paradeplatz 8, CH-8001 Zurich I Distributor: Credit Suisse AG, Paradeplatz 8, CH-8001 Zurich I Distributor: Credit Suisse Asset Management (Switzerland) Ltd., Kalandergasse 4, CH-8045 Zurich